WIN-PAK PRO - Access Systems

Transcription

WIN-PAK PRO
The Complete Access Control Software
Quick Reference Guide
TD0074 rev. 0701
2
WIN-PAK PRO Quick Reference Guide
Information in this document is subject to change without notice. Companies, names and data used in
examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or
transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express
written permission of Northern Computers, Inc.
© 1999–2001 Northern Computers, Inc. All rights reserved.
Microsoft, Windows 2000, Windows NT, Windows 98, Windows 95, Microsoft SQL and Microsoft Access
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countries.
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Cards and other product and company names mentioned herein may be the trademarks of their respective
owners.
User Non-Disclosure Agreement
3
User Non-Disclosure and License Agreement
Important: This Agreement must be read before proceeding
with any Northern Computers, Inc. software. By installing
this software you agree to the terms of this Agreement.
Important: This software is a proprietary product of
Northern Computers, Inc. It is protected by copyright
and trade secret laws. It is licensed [not sold] for use on a
single computer system, and is licensed only on the
condition that you agree to this User Non-Disclosure
and License Agreement.
Please Read This Agreement Carefully.
If you do not agree to the terms contained in this
Agreement, please return the sealed software
unopened to your supplier, along with any associated
manuals and/or other documentation. If you agree to
the terms contained in this Agreement, proceed with the
installation and registration of the software online at
www. nciaccess.com or by calling (800) 360-6067
between 8:00 a.m. and 5:00 p.m. (CST).
In consideration of and upon receipt of payment of a
license fee by you, Northern Computers, Inc., grants to
you a non-exclusive license to use this software and any
associated manuals and/or other documentation
furnished herewith (together referred to herein as
"SOFTWARE") under the following terms and
conditions.
Should you elect not to assume the obligations of this
agreement, do not break the seal on the
SOFTWARE. Return the SOFTWARE and any
associated manuals and/or other documentation to the
supplier for refund or credit. If you are unsuccessful in
obtaining a refund or credit, please contact Northern
Computers, Inc. at 5007 S. Howell Ave., Milwaukee, WI
53207. No refund or credit will be given on any
SOFTWARE package on which the SOFTWARE
seal has been broken.
4
You shall not provide or disclose or otherwise make
available the SOFTWARE or any portion thereof in any
form to any third party. You shall be obligated to retain
in confidence the SOFTWARE, except for any published
user manual(s) you may have received from Northern
Computers, Inc. and except for SOFTWARE
information which is publicly known, or lawfully
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date you received the SOFTWARE.
You shall not have the right to print, copy or reproduce,
in whole, in part, or in any form whatsoever, the
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You may not transfer the SOFTWARE electronically from
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reverse engineer the SOFTWARE. You may not modify
the programs in any way without the prior written
consent of Northern Computers, Inc.
The manuals and other documentation may not be
copied for any purpose. The SOFTWARE may be
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used concurrently on more than one computer system,
unless otherwise licensed to do so.
You agree to maintain full and complete records of the
number and location of any such copies of the
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reproduce on any such copies any and all copyright notices
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From time to time as they become available, Northern
Computers, Inc. may notify you of any enhancements or
updates released by Northern Computers, Inc. for
SOFTWARE licensed hereunder. Any such updates
offered would be subject to standard Northern
Computers, Inc. terms and charges if any. Only
registered licensees will be offered any such
updates. The license of the SOFTWARE provided by
User Non-Disclosure Agreement
5
this Agreement shall not be assignable or otherwise
transferable by you, except that, if you are a legally
constituted organization, you may transfer the license as
part of a transfer of your entire business or assets, or
that portion of your business or assets to which the
license of the SOFTWARE pertains.
NOTICE: This SOFTWARE is licensed [not sold]. It is
licensed to licensees, including end-users, without either
express or implied warranties of any kind on an "as is"
basis. Northern Computers, Inc. makes no express or
implied warranties to licensees, including end-users, with
regard to this SOFTWARE, including merchantability,
fitness for any purpose or non-infringement of patents,
copyrights, or other proprietary rights of others.
Northern Computers, Inc. shall not have any liability or
responsibility to licensees, including end-users, for
damages of any kind, including special, indirect or
consequential damages, arising out of or resulting from
any programs, services or materials made available
hereunder or the use or modification thereof.
NOTICE: Northern Computers, Inc. makes no claim or
warranty with respect to the fitness of any product or
SOFTWARE for a specific application and assumes no
responsibility for installation. This warranty is in lieu of
all other warranties, express or implied. No representative
or agent of Northern Computers, Inc. may make any other
claims to the fitness of any product for any application.
So long as the SOFTWARE licensed hereunder remains
a part of Northern systems, Northern intends to issue
periodic enhancements and updates which will include
corrections of programming errors discovered or brought
to Northern's attention. However, Northern shall not be
obligated to issue such enhancements or updates on any
particular schedule.
NOTICE: The SOFTWARE contained herein is
licensed as a "service only" for no particular application.
It is not to be considered or construed as a "good" for
product definition within the meaning of the uniform
commercial code and applicable state law. Northern
6
Computers, Inc. makes no commitment to continue
producing this or any other compatible SOFTWARE,
nor makes any commitment as to marketing the
SOFTWARE in any given territory.
NOTICE: This license Agreement is for Northern
Computers, Inc. SOFTWARE and/or documentation
only. The SOFTWARE requires that the user obtain
(either from Northern Computers, Inc. or another
supplier) additional SOFTWARE such as but not limited
to operating systems and/or system utilities, compilers
or computer languages. It will be the user's obligation to
complete and register any other SOFTWARE
agreements as required by the manufacturer. Northern
Computers, Inc. assumes no responsibility for any other
manufacturer's SOFTWARE.
7
Contents
Introduction ..................................................................................................... 8
Installation ....................................................................................................... 8
Operating System ................................................................................ 8
Hardware Requirements ..................................................................... 9
WIN-PAK PRO Installation .................................................................. 12
First Login .......................................................................................... 23
Licensing and Registration ................................................................ 24
User Overview ...............................................................................................
Title Bar and Menu Bar ......................................................................
Toolbar Buttons ..................................................................................
Menus ................................................................................................
General Database Access .................................................................
Right-Click Menus ..............................................................................
Database Tree ....................................................................................
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28
30
32
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Programming ................................................................................................
To Create an Account .........................................................................
To Edit a Panel ...................................................................................
To Add a Time Zone ...........................................................................
To Delete a Time Zone .......................................................................
To Add a Time Zone to a Panel..........................................................
To Add a Card Holder ........................................................................
To Delete a Card Holder ....................................................................
To Add a Card ....................................................................................
To Delete a Card ................................................................................
To Print a Badge ................................................................................
To Add an Access Level .....................................................................
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34
35
35
36
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37
38
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39
Operations ....................................................................................................
To Open an Alarm View .....................................................................
To Open a Floor Plan.........................................................................
To Open the Control Map ...................................................................
To Generate, View, Print or Export a Report .......................................
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43
Database Backup and Restore Utility ........................................................... 44
8
Introduction
This Operator Quick Reference Guide is intended to
help with basic installation and day to day use of the
WIN-PAK PRO system. It briefly describes the toolbar
buttons and lists the toolbar menus and their commands.
In addition, it contains procedures for frequently
performed tasks including adding a card holder, an
access level and a time zone. It contains a brief section
on the Floor Plan view and the Alarms view, and tells
how to generate and print reports.
For additional information on these and other topics,
please consult the WIN-PAK PRO User Guide, TD0076
(rev. 0701), found on the WIN-PAK PRO CD or visit
the Northern Computers web site at www.nciaccess.com.
A printed version of the WIN-PAK PRO User Guide
can be ordered from your Northern Computers
representative.
Installation
Operating System
WIN-PAK PRO is a 32-bit application which is designed
to run in Windows 2000 or NT 4.0 with clients operating in Windows 98.
Installation
9
Hardware Requirements
This setup is sufficient for small systems with 1 to 10
readers, up to 250 cards, and 2 communication ports.
While this is a good configuration for a workstation, it is
not sufficient for use as a server.
Pentium II-233Mhz CPU
128 megabytes of RAM
2.1 gigabyte hard disk
2 serial communication ports
Tape backup drive
1 parallel port (badging to be done on workstation)
2 button mouse (PS2 mouse preferred)
15" SVGA color monitor (1024 x 768, 256 color)
Supported Operating Systems:
Microsoft Windows 2000 Professional, Server,
Advanced Server with Service Pack 1 (which requires
256Mb RAM), Windows NT 4.0 Service Pack 6a,
Windows 98 SE or Windows 95
Recommended Configuration
This is the recommended hardware configuration
for basic access control, including badging, for systems
with 1 to 100 readers, up to 5,000 cards, and up to 8
communication ports. It can be used for a stand-alone
system, a workstation or a server. Additional RAM will
improve performance.
Pentium III-700Mhz CPU
6 gigabyte SCSI hard disk
8 gigabyte SCSI tape backup
1 parallel port (2 for badging)
17" 1024 x 768 true color monitor
Operating Systems:
Advanced Server with Service Pack 1,
Windows NT 4.0 Service Pack 6a.
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Installation
Minimum Requirement Configuration
10
Performance Configuration
This configuration is recommended for systems using
more than 16 communication ports. It is suitable for
systems using up to the system capacity for readers, up
to 25,000 cards, and 64 communication ports. It is
suitable for a stand-alone system or a server.
Pentium III-1Ghz CPU
18 gigabyte, 10Krpm SCSI hard disk
20 gigabyte SCSI tape backup
1 parallel port (badging to be done on workstation)
19" 1280 x 1024 true color monitor
Supported Operating Systems:
Advanced Server with Service Pack 1,
Windows NT 4.0 Service Pack 6a
System Setup
Stand-alone Systems
BEFORE installing WIN-PAK PRO for the first time
ensure that the following conditions are met:
•
Install Windows 2000 SP1, NT 4.0 with Service
Pack 6a.
•
Disable all energy management from both the BIOS
and Operating System, as this can adversely affect
the installation and operation of WIN-PAK PRO.
•
Install a video capture card or digital camera on the
PC that will serve as the badging workstation.
•
Install printer drivers.
•
Internet Explorer (IE) 5.5 is required for WIN-PAK
PRO to work properly. If an older version than IE
5.50.4134.0600 is already installed, WIN-PAK PRO
will install IE 5.5.
Installation
11
NOTE: Some software applications may not function properly on
different versions of IE.
Before beginning installation, make a note of the CD
Key inside the cover of this manual. You will need
this number during installation and when contacting
Northern Computers regarding the software.
•
Read the text files on the WIN-PAK PRO CD and
any release notes that are shipped with the software.
Additional installation information may be contained
therein.
•
TCP/IP protocol must be installed for the MSDE to
work properly. A network card doesn't have to be
installed. Use Microsoft Loopback adaptor or Dialup
adapter, depending on the OS used.
•
For NT based systems after any hardware/software
changes (TCP/IP), run/install SP6a to ensure the
operating system is properly configured.
Networked Systems
BEFORE installing WIN-PAK PRO, ensure that
conditions listed under Stand-alone Systems and the
following listed conditions are met.
•
Install network cards on PCs that are used in a
networked system. (Any standard Windows-compatible network card can be used.)
•
Ensure that machine names use only alphanumeric
characters without spaces, and that the first character is always alpha (i.e. standard UNC connections).
•
Ensure that networked computers are communicating with one another. The workstations need to be
electronically visible to each other. If the computers
can communicate, you can ping both ways: client-toserver and vice-versa. Any firewalls, proxies, routers, etc. between workstations could cause problems,
unless a clear, unrestricted, permanent path can be
established.
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Installation
•
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Upgrades
If you are upgrading from a beta or earlier release
version of WIN-PAK PRO, or migrating from WIN-PAK
2.0 or 1.x, make a backup copy of your database files.
Also make backup copies of floor plan backgrounds,
card holder photos, and signatures. When upgrading from
older versions of WIN-PAK], compact and repair the
database. This will reduce the existing database size,
which increases the amount of free space and shortens
the upgrade time.
If migrating from WIN-PAK 1, refer to the release notes
included on the CD.
Verify that the amount of free space on the drive where
the database exists is either 5 gigabytes or 2.5 times the
current size of the WIN-PAK database. When prompted
by the installation program, choose "update automatic".
All workstations must also be upgraded. All UIs/Servers
must be running the same release build number.
WIN-PAK PRO Installation
There are several types of installations available when
setting up WIN-PAK PRO:
Complete Installation
Select Complete installation when setting up a standalone system [an access control system installed on one
computer], or if you are installing the Database Server
for a networked system.
Database Server Only
Select Database Server Only installation when
installing on a networked system, with only the Database
Server located on a separate PC.
User Interface Only
Select User Interface Only installation when you are
installing a workstation on a networked system.
Installation
13
User Interface and Comm Server
Communication Server Only
Select the Comm Server Only installation when you
are installing the communication server on a networked
system.
NOTE: To optimize resources in high use systems, use the System
Manager to disable unused system modules (e.g. the Guard
Tour Server or the Muster Server).
Installation Procedure
WIN-PAK PRO software is distributed on an autorun
CD, along with the CD release notes, and other technical
documents. This procedure describes the Complete
Installation option. The User Interface Only option is
described later. The procedure is the same for both up to
Step 6, where the user is given the option of choosing
which type of installation is desired.
NOTE: During installation, you may be asked if you want to overwrite
existing files. Keep your existing .dll files. Whenever asked
"Do you want to keep this file?", click Yes.
Depending on the computer and operating system, one or
more screens displayed in this procedure may or may not
appear.
Allow approximately 45 minutes for a first-time [not
upgrade] installation. Click continue to initiate
installation. Or, navigate to the WIN-PAK PRO
directory on the CD and select the Setup executable.
The WIN-PAK logo screen will appear temporarily until
the initial Welcome screen appears.
1
Exit any Windows programs that may be running.
Insert the WIN-PAK PRO CD into the CD drive. An
installation browser opens. If the browser does not
open, run the Demo32.exe file from the CD.
I
Installation
Select User Interface and Comm Server installation
when you are installing the communication server on a
networked system and the PC may also be used as a
workstation.
14
The first installation screen will appear. Navigate
through the initial installation screens and select
Install WIN-PAK PRO.
If an older version than IE 5.50.4134.0600 is installed, the WIN-PAK program will prompt the
operator to upgrade (first illustration below). Click
Yes, to upgrade. If the correct version of IE is
detected, the first Welcome screen to WIN-PAK
PRO (second illustration below) will appear.
2
Click Next to advance to the next screen in the
setup process. The Information screen is displayed
(next illustration) while the program verifies that all
the services are stopped.
Installation
15
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Installation
3
Click Next to continue installation. The second
Welcome screen will be displayed:
4
Click Next and the User License Agreement window
is displayed (next illustration).
16
5
Click Accept to acknowledge that you understand
and agree to the terms. The Setup Type screen will
appear, from which the operator can select the type
of setup (or installation) desired.
6
For the purpose of illustrating the Complete Installation option, select Complete Installation then click
Next to continue. The Destination Location screen
will appear (next illustration).
Installation
17
7
Click Next to accept the default location or click
Browse and specify a different location.
8
Select Use existing Database if you have an
existing database running, then proceed to step 10,
"Database Data File Path" selection. Otherwise,
select Install and use the Database now. Continue
with installation type (next illustration).
I
Installation
NOTE: Further on, the User Interface Only option is described in the
"Installing User Interface Only" section. If it is desired to install
this option, choose User Interface Only and refer to that
section.
18
9
Select the WIN-PAK version and database combination that applies to your system and click next. The
existing database files will be renamed to
WINPAKOLD and new WINPAKPRO database
files are created.
10 Click Next to accept the default location for the
database files, or click Browse and specify a different location.
Installation
19
NOTE: It is recommended to install the database file on the same
computer as the database server in order to benefit from the
WIN-PAK PRO backup and restore utility.
NOTE: The next three installation screens will allow the installer to
define destination of specific database files.
cardholder image files, or click Browse and specify a
different location.
I
Installation
NOTE: In certain applications it may be preferable to place the
database files on a different drive partition to protect them
from operating system failure, or to place them on a separate
hard drive to isolate them from the database server. Refer to
the "Limits and Capacities" section of Chapter 9.
20
badge image files, or click Browse and specify a
different location.
floor plan files, or click Browse and specify a different location. The User Information screen will
appear (next illustration).
Installation
21
I
Installation
14 Fill in the User Information, then click Next to
continue. The Name and CD Key windows must be
filled in. The Company window is optional. The CD
Key number is located on inside front cover of the
WIN-PAK PRO Quick Reference Guide.
After finishing the User Information screen, the Icons
Anyone? screen appears querying the operator about
desktop icons.
15 Click Yes or No to install desktop icons or not. The
MSDE database will be installed. The installation
will take several minutes.
Afterward, the Select Components screen will appear
(next illustration), from which the operator will choose
whether to connect the database engine to the database
file automatically or manually.
NOTE: Unless you are a software expert, it is highly recommended
to choose the automatic installation option.
22
16 Select the database installation mode. [See previous
NOTE.] Then click Next to continue.
The Question screen (next illustration) will appear,
querying the operator whether to stop the database
engine in order to continue the installation.
17 Click Yes to continue the installation.
18 After the installation is complete, the Setup Complete window will be displayed. Click Finish to
complete the installation process and restart the
computer.
Installation
23
First Log In
Double-click the WIN-PAK PRO User Interface icon.
The User Interface opens and the Connect to Server
window is displayed:
Enter Admin as the default operator Name.
NOTE: No password is required for the initial log in, but you should
add a password in order to insure the security of your
system.
I
Installation
All services should be running, but if not, double-click
the WIN-PAK PRO Services icon and start all services.
24
Licensing and Registration
WIN-PAK PRO has a 30-day initial license period. For
evaluation purposes, the software can be installed and
used for up to 30 days without registration. At the end
of the 30-day period, the initial license expires and is
invalidated.
Once the license expires, only the Help menu is
accessible until the software is registered and a valid
license restored.
WIN-PAK PRO software has a CD Key found inside the
cover of the user guide. Make a note of this number.
Registering Software
Before beginning software registration, select the
License option from the WIN-PAK PRO Help menu.
When the License window is displayed, note the Site
Code. This is a unique number that identifies your
computer.
Installation
25
Registering Software Online
www.nciaccess.com/Custserv.nsf/PRO?OpenForm
Or, select Registration from the Northern Computers
Inc. option on the WIN-PAK PRO Help menu. Internet
Explorer will open at the registration site.
Fax Registration
You can print out the registration form on your software
CD and FAX it to Northern Computers at the number
indicated on the form.
Call-in Registration
Call Northern Computers Customer Service at 800-3606067.
Be prepared to give the Customer Service
Representative both the CD Key and the Site Code.
You will be given a Site Key. Enter this number in the
Site Key field, activating the license for your software.
The number of clients and number of servers licensed
for your system is now displayed in the License dialog.
A new Site Code appears in the Site Code field.
License Files
The encryption software writes files to your hard drive as
part of the licensing. You must take care not to move or
damage these files, or your license will be invalidated
and you will not be able to access your system.
I
Installation
You can register your WIN-PAK PRO software online
by visiting the Northern Computers, Inc. web site at:
26
CAUTION: Using Norton Speed Disk can invalidate your license. Do not
use Norton Speed Disk until you have made the following
changes in its settings.
NOTE: The license files cannot be moved. There is no License
Transfer utility.
Norton Speed Disk Utility
Speed Disk is the defragmentation utility included in
Symantec's Norton Utilities. If not installed as indicated
below, this program moves system files, causing the loss
of the license. To solve this problem:
1
2
3
Open Speed Disk and select Options/Customize,
and then Unmovable Files from the File menu.
Specify that the *.ent, *.key, and *.rst files cannot
be moved.
Save the new profile by selecting Files/Options/
Optimization/Save. Speed Disk can now be run
without affecting your license files.
User Overview
The WIN-PAK PRO user interface allows you to setup,
monitor and maintain all aspects of your access control
system.
Title Bar and Menu Bar
Once a user is logged in, the title bar at the top of the
screen displays the name of the operator and the license
information. If the software has not been licensed, it
gives the number of days left on the 30-day trial license.
Toolbar Buttons
Log In: Logs the user out of WIN-PAK PRO (after a
prompt), and reopens the log-in window, allowing the
user to log in again, and reconnect to the database
server.
User Overview
27
Select Account: Calls the Account Select dialog,
allowing an authorized operator to select an account.
Dynamic Alarm View and Acknowledge: Opens
the Alarm View window, from which incoming alarms
can be viewed, acknowledged, and cleared.
View Events: Opens the Events View window, which
displays current system activity in real-time.
Run Command File: Calls the Run a Command File
dialog, allowing the user to run text files containing
device instructions stored in the Command Files
database.
Open Floor Plan: Opens the Floor Plan database
window, allowing the operator to open selected floor
plans.
Locate Last Card Holder/Card Holder Transaction:
Opens the Locate dialog, allowing the operator to search
[by card holder name or card number] for the last time
and place a card was used.
Card: Opens the main Card database window, allowing
the operator to search and sort the card list and to add,
edit, or delete cards.
Card Holder Database: Opens the Card Holder
database window, allowing the operator to search and
sort the cardholder list and to add, and to edit, or delete
card holders.
Run Reports: Opens the Reports database window,
allowing the user to generate, view, and print reports.
Help Topics: Opens the Help menu, providing access
to online help files.
Log Out: Logs the operator out of the user interface
and logs the client out of all servers.
I
User Overview
Control Map: Opens the Control Map in order to
control devices. Also provides an alternate means of
acknowledging and clearing alarms.
28
Menus
The following menus and menu options are available
from the main WIN-PAK PRO window:
File Menu
Log In
Log Out
Configure Badge Printer
Reports
Workstation Defaults
System Defaults
Database Maintenance
Database Limits/Capacities
Exit
View Menu
Select Language
Toolbar
Status Bar
Account Menu
Select
Edit
Configure
Badge Layout Utility
Card Holder Tab Layout
Note Field Template
Operations Menu
Locate
System Events
Events
Alarms
AutoCard Lookup
Live Monitor
Floor Plan
Control Map
Command File
Guard Tour
Tracking and Mustering
Card Menu
Card
Card Holder
Access Level
Bulk Card Add
Bulk Card Delete
System Menu
Operator
Operator Level
Workstation Defaults
System Defaults
User Overview
29
Reports Menu
Reports
Configuration Menu
Access Areas
Tracking Areas
Control Areas
Device
Device Map
Abstract Device (ADV)
Action Group
Time Management
Time Zone
Schedule
Holiday Group
Daylight Saving Group
Quick-Start Wizard
Card Holder
Configure AutoCard Lookup
Note Field Template
Card Holder Tab Layout
Badge
Configure Badge Printer
Badge Layout Utility
Badge DLL's
Select Language
Translate
Available Languages
Dialogs
Menus
Other Text
Command File
Guard Tour
Floor Plan Definition
Window Menu
Arrange Icons
Help Menu
Help Topics
Northern Computers, Inc.
License
About WIN-PAK PRO
On the Web
Contacts
Registration
I
User Overview
Define
30
General Database Access
Each of the WIN-PAK PRO databases are accessed
through a main database window. It displays a list of
records in the database, which can be searched and
sorted. Records can be removed from the database by
deleting them from the list in the main database window.
A detail view opens from the main database window,
displaying record details, and also allowing database
records to be edited and (in most databases) added.
To close the main database window, click the close
in the window’s upper right corner.
button
Search and Sort Fields
Use these fields to choose the search characteristics to
be applied to the records list.
Search Field: Select the name of the field you want to
search.
User Overview
31
Criteria: Choose one of the operators from this list. The
available options vary depending on the database, but
include greater than, equal to, or less than.
Search For: Type in a letter, word, phrase or numeric
expression that you want to search for.
Sort By: This selection designates the order in which the
search results will be displayed (e.g. cards can be
displayed by card number or last name.)
Operations
Edit: Opens the Edit View window to the selected
record, allowing the record to be changed.
Add: Opens a blank Record View window for entry of a
new record.
Delete: Removes the selected record from the database.
In the Card database, a confirmation dialog box appears
if the Confirm Card Deletes option is selected in
Workstation Defaults. Click OK to confirm.
Copy: Some databases (e.g. Badge Layouts and Action
Groups) have a Copy function. Select a record and click
the Copy button to make a duplicate which can be
renamed and edited.
Isolate: Some databases (e.g. Time Zones) have an
Isolate function, which is very helpful when you want to
delete an item. WIN-PAK PRO will not delete an item
that is in use.
Isolate allows you to view the usage and reassign
elements without having to search through all the
possible areas where the element might be in use. For
example, in order to delete a time zone you must first
remove it from any panels, access levels, cards,
operators, ADVs or action groups where it is used.
I
User Overview
Update List: This button initiates a search based on the
information entered in the Search and Sort fields.
32
Click Isolate, the Modify Usage (Isolate) window
appears. Tabs indicate where the time zone is used and
allow it to be removed from each instance. When this
process is completed, click OK to return to the main
database window. Now the time zone can be deleted by
selecting it and clicking Delete.
Print Report
Click the Print Report button to view and print or export
a report on the current database. Generally, a filter dialog
box opens first, allowing you to select settings for the
report. Select Print Preview to review the report and
Print to print the report or Export to create a delimited
txt file of the report.
Right-Click Menus
Right-click items in the WIN-PAK PRO User Interface
to display item specific menus. For example, right-click a
panel on the Device Map to open a menu which allows
you to change the panel configuration, to isolate it or
delete it from the Device Map.
Database Tree
Several WIN-PAK PRO databases use trees to display
information. The trees allow information to be organized
into logical or geographical groups.
The tree can be collapsed so that only the top level
information is displayed. By clicking on the plus signs
(+), the tree structure can be expanded, one level at a
time, to show all branches.
Programming
33
Programming
To Create an Account
WIN-PAK PRO supports multiple accounts. When
setting up the access control system, create at least
one account. Additional accounts can be added at
any time. With multiple accounts, only those operators who are authorized for a give account can view
or edit the card and card-holder databases for that
account.
On the Account Menu, click Edit. The Account
Record window appears.
2
Enter the Account Name. This is the only required
information.
3
Enter any desired information in the numbered Data
Fields. If desired, use the Edit Text utility to name
these fields.
4
Click OK.
NOTE: For multiple accounts, repeat this procedure for each account.
To Edit a Panel
The panel configuration contains a great deal of
information about the setup of your access control
system. This information can be edited by locating the
panel on the Device Map, right-clicking the panel, and
then selecting Configure and the desired tab. When you
have finished editing the information click Finish to
save your entries, or Cancel to exit without saving.
Panel definitions are added to the Device Map.
1
In the Configuration menu point to Device, and
then click Device Map. The Device window appears.
I
Programming
1
34
2
Click the plus signs (+) to open branches, until the
panel of your choice is displayed.
3
Right-click the panel that you are editing, and then
select Configure. The Panel Configuration window
opens.
4
Select the tab of your choice and then make the
desired changes.
5
Click OK to save your changes and close the Panel
Configuration window. Or click Cancel to exit
without saving your changes.
NOTE: Even when you click Cancel some changes are retained. Any
ADVs you edited keep their changes and any ADVs you
deleted are not restored.
To Add a Time Zone
1
On the Configuration menu, point to Time Management, and then click Time Zone. From the
Time Zone database window select a time zone and
click Edit or click Add. The detail window becomes
active, allowing you to edit an existing time zone or
define a time zone.
2
For a new time zone, enter a name and a brief
description, then use your mouse to drag the time
line to the desired hours.
3
The Snap Time option allows you to set the time to
snap to increments of 60, 30, 15 or 0 minutes.
Selecting 0 minutes allows the time to be set to the
minute.
4
Once you have entered a range of time for Monday,
you can copy it to the other weekdays by clicking
Copy Monday to Weekdays. Or you can create the
time line for each day separately.
Programming
35
5
Create a time range for Saturday, Sunday and Holidays (if desired).
6
Click OK to save your time zone. Clicking Cancel
returns to the main database window without saving
your entries.
To Delete a Time Zone
1
Use the Isolate dialog to change Operators, Panels,
Access Levels, Cards, Action Groups and ADVs that
use the time zone you are going to delete.
2
In the Time Zone database window, highlight the
time zone you want to delete, then click Delete. If
you are sure you want to delete the time zone, click
OK when the confirmation dialog box prompts you.
To have the desired effect, a time zone may need to be
added to the panels, access levels, ADVs and Action
Groups.
1
On the Configuration menu, point to Device, and
then click Device Map. The Device window
appears.
3
Click the plus sign (+) to display the panel of your
choice. Right-click the panel that you are editing,
click Configure and then click the Time Zone tab.
3
In the Available Time Zones list (upper pane),
double-click the time zone to be added. The added
time zone(s) appear in the Selected Time Zones list.
4
If the new time zone is to be applied to inputs,
outputs, or groups, click those tabs and select the
new time zone from the list of available time zones.
5
When you have completed all changes, click OK to
save them.
I
Programming
To Add a Time Zone to a Panel
36
To Add a Card Holder
1
Select Card menu, click Card Holder. The Card
Holder window appears.
2. Click Add. The Card Holder Record window opens
to the Name Information tab.
3
Enter the card holders first and last names in the
respective fields. This is the minimum information
required. Add any optional information on the
appropriate tabs.
4
To assign a card to the card holder, click the Cards
tab, and then click Attach. The Select dialog box
appears.
5
Click Find to display a list of available cards. If
there are no cards available, click Add and follow
the To Add A Card procedure.
6
From the list, select the card that you want to attach
to the card holder, and then click OK. The selected
card is now assigned to the card holder, along with
the access level for that card.
7
To Add a Card Holder Photo or Signature, click the
Card Biometrics tab and click the Import or Capture buttons for either photos or signatures.
To Delete a Card Holder
1
Select Card menu, click Card Holder. The Card
Holder window appears.
2
Select the desired card holder.
3
Click Delete.
Programming
37
4
You will be prompted to confirm the card delete. If
the Card Holder is assigned cards, photos and/or
signatures you will also be informed of a Card
Holder Dependency Conflict. From the dialog box
you can choose to either delete the cards and images
or detach them from the card holder.
5
When asked to confirm the deletion, click OK to
delete the card holder or click Cancel to retain the
card holder.
To Add a Card
On the Card menu, click Card. The Card window
appears.
2
Click Add. The Card Record window appears
displaying the Card Properties tab.
3
In the Card Number box, enter the card number.
4
Click the pull-down arrow in the Access Level box,
and select an access level for the card. Custom
Access Levels can be created. See “Custom Access
Levels” in your User Guide for further information.
5
If your system requires a PIN (personal identification
number), enter it in the PIN field. A PIN can be
added to the card later.
6
Set the card status and select any other options you
want.
7
To associate a badge layout with the card, click the
Badge tab. Click the pull-down arrow in the Badge
Front and Badge Back boxes and select a front and
back layout for the badge.
8
When you have finished defining the card, click OK
to save it. Or, click Cancel to return to the Card
window without saving the new card.
I
Programming
1
38
To Delete a Card
1
On the Card menu, click Card. The Card window
appears.
2
Select the card you want to delete from the card
database list.
3
Click Delete.
4
If asked to confirm the delete, click Yes to delete
the card or click No to cancel the delete.
NOTE: By default, you will be asked to confirm card deletes.
However, this setting can be changed in work station defaults
so that cards can be deleted without confirmation. To
change this setting, go to the System menu, click Workstation Defaults, and then select the Defaults tab. Select the
Confirm Card Deletes check box to turn this feature on;
deselect it to turn it off.
To Print a Badge
1
Select the Card menu, click Card. The Card window
appears.
2
From the list of cards, select a card or range of
cards, and then click Print Report. The Select
Printed Output window appears.
3
Click Print Cards.
NOTE: The Print Badge Preview allows you to view the badges
before printing. If you are printing a batch of cards, use the
Next and Previous buttons to scroll through the preview.
4
Click Print.
Programming
39
To Add an Access Level
Select the Card menu, click Access Levels. The
Access Level window appears.
2
Click Add. The Define Access Level window appears.
3
In the Name box, enter a name for the Access Level
[required]. Use up to 30 characters.
4
In the Description box, enter a description of the
Access Level [optional]. Use up to 60 characters.
5
Click OK. The new access level is added to the list,
but it has no access rights to any entrances. You
must now configure the access level.
6
Use the Available Accounts and Selected Accounts fields to select which accounts will have
access to the newly created Access Level.
6
Right-click on an Access Area branch, then click
Configure. The Configure Area Access window
appears.
7
To allow access to all doors in the area, select Set
Access for all entrances in this area.
8
Click the pull-down arrow in the Time Zone box,
and select a time zone from the list.
9
Click OK.
10 In the Access Level window, right-click individual
entrances on the branch to customize the settings as
necessary. Continue this procedure until the access
level has the required configuration.
NOTE: It is easy to tell at a glance what areas are included in a given
access level. Select a level from the list in the left pane. The
branches of the Access Areas are color-coded for the selected level: red means no access to any doors in the area.
Yellow means access to some entrances in this area. Green
means access to all entrances in this area during the assigned time zone. Click a branch to view the entrances which
are also color coded and have a time zone notation.
I
Programming
1
40
Operations
To Open an Alarm View
1
Click Alarms from the Operations menu to open
the Alarms view.
2
You can open multiple alarm views by repeating this
procedure.
Colors of incoming messages indicate the type of event.
Red indicates an alarm, green indicates normal and yellow
is a trouble condition.
Selecting the Details check box opens the Alarm Details
screen showing details of the state changes indicated by
the counter and allowing a note to be written for that
alarm.
Command Buttons
Ack: To acknowledge an alarm, select it from the list of
incoming alarms and click the Ack button.
Clear: To clear one or more transactions, select them
from the list of acknowledged transactions and click the
Clear button.
NOTE: If an alarm cannot be cleared, it may be due to a setting in
Workstation Defaults that requires an alarm to return to
normal before clearing.
Freeze: To temporarily stop the display of incoming
messages, click the Freeze button. [The button changes
to Release.] This stops the screen from scrolling as new
information appears. To release the screen, click the
Release button.
Close: To exit the Alarms view, click the Close button.
Operations
41
Alarms View Right-Click Menus
Right-click a message in the Alarms view and a control
menu appears. The list of available commands depends
on the type of alarm selected.
To Add a Note
1
Select an alarm, and then click the Add Note button
to open the Add/Edit Operators Note dialog.
2
Type the message and then click OK. These notes
are included in history and can be printed with the
History report.
To Open a Floor Plan
Click Floor Plan from the Operations menu to
open the Open Floor Plan dialog.
2
Select a floor plan and click the OK button. The
selected floor plan opens in a separate window,
identified by a title bar.
3
To control devices from the floor plan, right-click an
ADV to open the control menu, then click the
command. The commands available depend on the
type of object you select.
To Enlarge or Reduce the Floor Plan View
1
Right-click in an area of the floor plan [not an ADV],
then click Zoom. Select a preset percentage of
enlargement or reduction or Fit window.
2
If you prefer, select custom, and then enter a percentage value. The floor plan is automatically enlarged or reduced within the viewing window.
3
Once the floor plan has been enlarged to the degree
that scroll bars appear, you can right-click the floor
plan, and then click Show View. A smaller window
opens inside the floor plan viewing window, showing
the location of the enlarged detail on the total floor
plan.
I
Operations
1
42
To Open the Control Map
1
From the Operations menu, click Control Map.
The Control Map window opens. Expand the tree
by clicking the plus signs (+) to display the devices
that you want to control.
2
Right-click any device to open its control menu, and
then click the desired command.
Status Symbols
One of three status symbols may appear before an ADV
icon on the Control Map screen.
•
•
•
•
Red square = alarm
Green circle = normal
Yellow triangle = trouble
Purple question = unknown
The status symbols will darken after their respective
conditions have been acknowledged and cleared. A
overlayed over a status symbol
forbidden symbol
indicates that the corresponding point is shunted.
Placing the mouse over the status symbols will bring up
a textual description of the status for each ADV.
Operations
43
To Generate, View, Print or Export a Report
Some reports are account sensitive. Card and card holder
reports are generated by account. To generate these
reports, simply select the account of your choice and
then proceed to select and filter the report, as outlined
below.
On the Reports menu, click Reports.
2
From the database record list, select the report you
want to generate, and then click Report Options. A
detail window appears. Some reports have a variety
of filters and sort options. Select the options you
want.
3
Click Estim. Pages to find out the about how long
the printed report is.
4
After selecting the options you want, click Print
Preview to view the report.
5
Use the Zoom tool to enlarge the page view. Use the
Next Page and Previous Page buttons to scroll
through a multiple page report.
6
To print the report, click Print. The Print window
appears. This is a standard Windows print dialog box.
Select the printer of your choice, the page range, and
number of copies. You can make any other desired
changes to your printer setup.
7
To export the report, click Export File. The Export
File window appears. In the window set the Delimiter option and give the report a file name.
I
Operations
1
44
Database Backup and Restore Utility
In the event of software or hardware problems, it is
always a good idea to have a recent copy of your
database files.
The WIN-PAK PRO Backup and Restore utility is a
stand-alone application that allows the user [typically a
database administrator] to create and modify a backup
and restore plan.
Database copies made with the Backup and Restore
utility can be used to restore your database after a failure
has occurred.
The WIN-PAK PRO Backup and Restore utility allows
for the creation of multiple scheduled backups, and for
the restoration of the WIN-PAK PRO database, the
archive database, and a temporary database which allows
you to examine the restoration without affecting the
current WIN-PAK PRO databases.
The WIN-PAK PRO Backup and Restore Utility is
automatically installed when your WIN-PAK PRO
System is installed. The utility is accessed from the
WIN-PAK PRO Program group on your Start menu or
an icon on your desktop. The WIN-PAK PRO Backup
and Restore Utility is made up of three components:
Backup, Schedule and Restore.
The Backup and Restore utility will only backup the
WIN-PAK PRO hardware and history database
information. Other data, such as badge images,
signatures, badge and floor plan graphics are not backed
up by this utility. This data is normally found in the
WINPAKPRO\DATABASE folder with BadgeImage,
FloorPlanImage and UserImage subfolders.
Backup & Restore Utility
45
During the WIN-PAK PRO installation, prompts are
provided to allow the installer to place these subfolders
at other locations in your system. Therefore you may not
find these subfolders in the WINPAKPRO folder.
Backup of these data folders can be accom-plished using
standard Windows backup or copying utilities. Both
should be done at the same time to keep all information
current.
Backup
Select Backup & Schedule from the main Backup
and Restore window to create a new backup.
2
When the Backup Information window is displayed,
enter a unique Backup Name, as well as an (optional) Description.
Backup &I Restore
1
46
3
Select a database Backup Type. Complete will
make a complete backup and Differential will
backup only the differences from the last complete,
appended or differential backup.
4
Select a Destination and file name for the backup.
If a tape drive is not installed on the computer you
can not select Tape. If a tape drive is on the computer, then the option to format the tape is also
given.
47
5
Click Continue to bring up the Scheduling window.
6
Select the Schedule Type. Run Once will prompt
for the time and date.
Backup &I Restore
48
Schedule to occur later will bring up Daily, Weekly and
Monthly options.
Daily allows the back up to be run every so many days
as defined from 1-999 day(s) at the specified time.
Weekly allows the back up to be run on a specified day
of the week at a specified time.
Monthly allows the backup to be run on the selected the
day of the month (1-31) or at regular monthly intervals.
Schedule
Schedules can be modified by selecting Modify Schedule
from the main Backup and Restore Window. To open a
list of currently-scheduled backups, highlight a backup
in the main schedule list and click on modify. This will
bring up the Schedule screens shown above. Modify the
schedule and click Finish.
To remove a schedule, select the backup schedule and
click Delete.
Click Cancel to return to the main Backup and Restore
window.
49
Restore
Select Restore from the main Backup and Restore
window to restore a backup. WIN-PAK PRO's
database knows the locations that the backups were
made on this machine. If the backup is to be recovered from a different location, then select the View
list of backups on a specific device option and
navigate to the desired location.
2
Once the appropriate backup file is selected, a
viewer (next illustration) shows the contents of that
backup. Select the backup file desired. If selecting a
differential backup, the last complete backup is
automatically selected, as that is required to complete the restore process.
NOTE: The WIN-PAK PRO database contains the listing displayed
and file location as defined when the backup was made.
When the "View the list of backups made from this manual" is
selected, it is expecting to find the files where it last placed
them. If the backup file is not found by the restore utility, it
will prompt you to browse the computer to find it. The
backup file must be located on the same (physical) computer
that is performing the restore. Restoring across a network is
not supported. If the backup has been moved to a different
computer, it must be moved to the computer performing the
restore.
Backup &I Restore
1
50
3
Use the Restore list to set the parameters for the
backup. Restoring the WIN-PAK Database requires
that the WIN-PAK PRO database services be turned
off. The restoration process will not proceed if the
services are running. Restoring to WIN-PAK Archive
Database replaces the existing archive database and
allows reports to be generated for the archive.
Restoring to New Database allows advanced users to
view the database without adversely affecting the
current or backup database.
4
Click Restore to continue. When finished, click
Cancel or Exit.
51
NOTE: Scheduled backups run automatically as long as the
MSSQLServerAgent components are running. By default
these components are set to run when the operating system
starts.
5
To check if MSSQLServerAgent components are
running, double click on the icon (shown below) in
the tray on the bottom of the Window.
6
From the Services box, select MSSQLServer.
7
If MSSQLServerAgent components are not running,
click on the Start/Continue button.
Backup &I Restore
The message on the bottom of the SQL Server
Service Manager windows will give you the computer name followed by "MSSQLServer-Running".
Select the SQLServerAgent. The message on the
bottom of the SQL Server Service Manager windows
will give you the computer name followed by
"SQLServerAgent-Running".
5007 South Howell Ave.
Milwaukee, WI 53207
Tel: (414) 769-5980
Fax: (414) 769-5989
Web Site:
http://www.nciaccess.com

WIN-PAK PRO - Access Systems

Transcription

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